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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,348 | $80,983-26.7% | $96,544-38.5% | $75,177-21.1% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 14.66% | 27.05%-12.4pp | 25.88%-11.2pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,497 | $2,282+9.4% | $2,966-15.8% | $2,671-6.5% |
| Participant deferral / active EE | $4,541 | $3,929+15.6% | $4,851-6.4% | $4,126+10.0% |
| Admin fee / account holder | $2,927 | $6,717-56.4% | $8,254-64.5% | $5,651-48.2% |